Your invoice settings control the default details, branding, and payment preferences that appear on every new invoice. This article covers how to set up each section.
How to access invoice settings
- Locate Invoicing on the left-hand side of your Mercury dashboard on web
- Click Invoice settings near the top left of the page
- A settings panel will open with three tabs: General, Branding, and Defaults
- Review the live invoice preview on the right side of the screen as you make changes
- Select Save to apply your settings
General settings
The "General" tab controls your invoice header information and integrations.
Invoice header
- Company name — Select the company name to display on invoices (e.g. legal name or DBA)
- Email — Enter the optional email address to include in the invoice header
- Address — Toggle on to display your business address on invoices
- Phone number — Toggle on to display an optional phone number on invoices
Integrations
- Accept card payments — Connect or create a Stripe account to accept card payments. This can also be enabled on a per-invoice basis
- Invoicing API — A paid feature that gives you access to the Invoicing API for automations. Select View API docs to learn more
Configurations
- Show service periods on invoices — Toggle on to display a service period field on each invoice
- Show federal tax ID / EIN on invoice — Toggle on to include your EIN in the invoice header
Branding settings
The "Branding" tab lets you control the visual appearance of your invoices.
- Color theme — Choose a color to apply to your invoice template
- Company logo — Upload a logo to display on each invoice. The logo must be at least 256×256 pixels
Defaults settings
The "Defaults" tab sets pre-filled details that appear on every new invoice. These can be edited when creating an individual invoice.
- Default memo — Add a memo that will pre-populate on each invoice
- CC emails — Add email addresses to be copied on every invoice sent
- Virtual account numbers — Toggle on to automatically enable virtual account numbers on each invoice